Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,572 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $60.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
12,470
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 213.95%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
12,432
shares
|
$1.47 Million
0.97% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,427
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2022
Added 10.68%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,382
shares
|
$1.46 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
12,365
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
12,300
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
12,299
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,292
shares
|
$1.45 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
12,262
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 75.59%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
12,219
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
12,213
shares
|
$1.44 Million
1.14% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
12,208
shares
|
$1.44 Million
0.61% of portfolio
|
Q4 2024
Reduced 32.62%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
12,137
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
12,126
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 63.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,110
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.21%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
12,089
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,074
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,036
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
12,034
shares
|
$1.42 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
12,015
shares
|
$1.42 Million
1.07% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
11,985
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
11,916
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
11,896
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Nixon Capital, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,896
shares
|
$1.41 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
11,857
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.86%
|